Jobs at Aldrich Company

Perform audits, reviews, and compilations from planning through completion for construction-industry clients. Prepare financial statements, disclosures, and reportable conditions letters; manage schedules, budgets, and client communication; mentor associates; monitor accounting and auditing developments; and identify process improvements. The role serves as engagement in-charge while building client relationships and ensuring accurate, high-quality assurance work.

Manages audit, review, and compilation engagements from planning through completion. Provides technical guidance, reviews workpapers and financial statements, manages budgets and client relationships, mentors staff, and supports business development. Requires public accounting audit experience, accounting and auditing standards knowledge, and CPA exam completion or an active CPA license.

Senior Audit Associate serving as in-charge for audits, reviews, and compilations from planning through completion. Responsibilities include preparing financial statements and disclosures, managing schedules and budgets, addressing client needs, mentoring associates, ensuring compliance with FASB and GAAP, and improving engagement efficiency. The role supports construction-industry clients and requires strong audit, analytical, communication, and client-management skills.

Client-facing role managing Schwab brokerage account servicing, client onboarding, recordkeeping in CRM/portfolio management systems, coordinating RMDs, exporting data, troubleshooting processes, and training team members.

Client-facing role executing service and operations for Schwab brokerage accounts, coordinating client onboarding, maintaining records in CRM/portfolio/document systems, handling workflow and RMD distributions, performing data exports and ad-hoc analysis, troubleshooting processes, and training new team members.

Trade and rebalance client portfolios, implement asset allocation models, maintain trading and reporting software, verify custodial downloads, cost basis, investment categorization, and performance data, and generate portfolio reviews. The role supports high-net-worth clients and advisors within a registered investment advisory firm and requires knowledge of investment products, portfolio reporting, and wealth management operations.

Trade and rebalance client portfolios, implement asset allocation models, maintain Tamarac trading and reporting systems, and ensure accurate custodial data, cost basis, performance reporting, and portfolio reviews. The Trader partners with senior traders, investment teams, client services, and advisors while supporting high-net-worth clients and maintaining accurate investment categorization and reporting.

Manage audit, review, and compilation engagements from planning through completion; oversee client service, engagement teams, budgets, billings, and collections. Provide technical guidance on accounting and audit matters, review workpapers and financial statements, maintain client relationships, mentor staff, support business development, and improve engagement processes.

Serve as in-charge on audits, reviews, and compilations for growth services and manufacturing clients. Plan and execute engagements, prepare financial statements and disclosures, mentor associates, manage schedules and budgets, ensure GAAP/FASB compliance, and identify process improvements.

Manage tax engagements for a diverse client base: provide strategic tax planning and research, oversee client relationships, supervise and mentor staff, manage engagement financials and risk, and lead new client prospecting and closing.

Manage audits, reviews, and compilations for construction-industry clients from planning through completion. Lead engagements, supervise and train staff, act as technical resource, handle client interactions and business development, and ensure compliance with GAAP and FASB standards.

Develop and present customized financial plans for high-net-worth clients. Gather client data, analyze complex financial scenarios, advise on cash flow, education funding, equity compensation, investments, insurance, taxes, and estate planning, and collaborate with advisors and external professionals to deliver holistic wealth-management solutions.

Serve as tax expert for construction clients, managing client relationships, delivering tax strategies and reviews, supervising staff, leading prospecting and client meetings, and overseeing engagement financials, billing, collections, and risk management under partner oversight.

Lead tax compliance, planning, and consulting for construction-practice clients; manage client relationships; review and approve tax work; mentor and supervise staff; communicate technical tax concepts; manage engagement financials; support business development and partner collaboration.

Lead tax compliance, planning, and consulting for closely held and construction-related clients. Manage complex client relationships, supervise and develop staff, review tax work, manage engagement financials and risk, and support business development and practice growth with partners and leadership.

Create and present customized financial plans for high-net-worth individuals and corporate retirement clients. Gather client information, analyze complex financial data (cash flow, education funding, equity compensation), collaborate with advisors and external professionals, and improve planning processes and technology utilization to deliver high-quality, client-focused outcomes.

Serve as tax lead for construction clients offering tax review, planning, and compliance. Manage client relationships, mentor staff, lead prospecting, and oversee engagement financials and risk.

Serve as the tax expert for client engagements: provide strategic tax guidance, manage client relationships, lead prospecting and closings, supervise and mentor staff, oversee service delivery, manage engagement risk, billing and budgets, and develop processes to improve client service.

Lead international tax compliance and planning for multinational clients, advise on cross-border structuring and U.S. foreign reporting, manage client relationships and engagement financials, mentor staff, support business development, and develop processes to support global tax services.

Prepare and present customized financial plans for high-net-worth clients by analyzing complex financial data, cash flow, education funding, equity compensation, investments, insurance, taxes, and estate needs. Work directly with clients, collaborate with advisors and external specialists, improve planning processes, and advance use of financial planning software to deliver high-quality, client-focused outcomes.